A complete list of active advisors currently associated with Freshfield Capital, LLC

Warmer can help you find a great advisor at Freshfield Capital, LLC or one who fits your needs even better.

Freshfield Capital manages about $67 million across roughly 80 client relationships and provides portfolio management and investment advisory services to individual and high-net-worth clients. The firm generally operates on a fee-based, percentage-of-AUM basis and focuses on ongoing advisory relationships for individuals. The firm’s managing member holds a doctorate in financial economics and advanced training in statistical sciences, and the firm describes an investment process that uses internal investment restrictions, documented suitability information, and periodic reviews to align portfolios with client objectives. The adviser reports receiving no commissions or third‑party sales compensation and conducts regular supervision and review of client holdings. Freshfield’s sponsorship of a wrap fee program is uncommon for similarly sized supported firms and integrates management and transaction services under a single fee arrangement. Combined with the principal’s long consulting background and absence of disciplinary history or additional compensation arrangements, this creates an operational profile that differs from many peers.

To learn more about the advisors currently working at Freshfield Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.